10 February 2026
@
10:00 am
–
12:00 pm
Brick & Bloom Real Estate Group host Katrina Lyons from Visionary Wealth Planning. This strategic session supports attendees in preserving wealth, minimizing tax implications, and building an intentional legacy post-downsizing.
Topics covered:
• Capital Gains and Tax Impacts: Understand exemptions and requirements related to selling a primary residence.
• Reinvesting Proceeds Wisely: Explore options for reallocating equity to align with long-term financial and lifestyle goals.
• Estate Planning and Legacy Building: Review how to update wills, beneficiary designations, and charitable giving plans after the move.
• Coordinating Advisors and Documents: Learn how to align financial, legal, and insurance details with current needs.
